What are the responsibilities and job description for the Financial Planning Intern position at Mila Wealth Management?
Mila Wealth Management is a dynamic, boutique wealth management firm with a mission to educate the community with all things financial and empower others to live their best lives. We design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures along the way. Our firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management.
The Financial Planning Associate will know and personally understand each client's plan. The FPA provides innovative solutions and ideas so that each client's plan remains relevant to their family's needs as well as the current economic and tax climate. This is a paid internship and the role will report to either our Minneapolis or Milwaukee location.
Role Functions:
• Preparing client review materials for review meetings.
• Preparing and modifying financial plans for new and existing clients.
• Preparing and modifying investment proposals for new and existing clients.
• Preparing and processing paperwork needed for fee-based advisory accounts.
• Discussing potential rollover opportunities from other retirement plans.
• Reviewing and maintaining appropriate account asset allocations by proposing trades within accounts and acting on approved trades.
• Monitoring, processing, and following up on asset transfers and on initial and subsequent funding of accounts.
• Participating in client meetings for financial or investment plan development and presentation.
• Corresponding with clients to handle advisory related service issues.
• Explaining advisory products or advisory performance to clients.
• Gathering of data.
• Case design and scenario building.
Minimum Requirements:
• History of clean compliance record.
• Excellent communication and problem-solving skills.
• Willingness to obtain life/accident/health insurance licenses
• Willingness to obtain SIE, Series 6 and Series 63 licenses
• Junior or Senior standing in college
Performance Skills:
• Excellent communication and problem-solving skills
• Ability to work with a close-knit team
• Strong client focus, excellent social skills, and is team oriented
• Strong communication skills, attention to detail and consistent follow through
• Punctual, and brings a positive mindset and upbeat energy into the office
• Ability to multi-task, prioritize, and work efficiently
Apply now! https://northwesternmutualmpls.bamboohr.com/careers/358